For accounting, law, HR, marketing, and consulting firms

Manage 50 clients
with the memory of one.

A workspace that remembers every client relationship your team manages.

See it in action

One dashboard for every client your firm manages.

practiq.dev/dashboard
Practiq dashboard showing the AI command center for Meridian Accounting Group with client list, priorities, and AI assistant

One workspace per client

Financials, history, preferences, and past deliverables — all in one place your whole team can see.

Shared team memory

When the partner steps out, juniors still have full context.

Works with your tools

QuickBooks, Clio, HubSpot, Figma, BambooHR — always in sync.

Ready-to-send deliverables

Financial statements, board memos, campaign briefs — generated in your firm's voice.

.docx
.xlsx
.pptx

Impact

Your firm manages 50 clients today. Practiq makes 80 possible — same team.

-90%
Onboarding Time

For new team members to a client

+40%
Firm Capacity

More clients per partner

5x
Output Velocity

Reports, memos, and briefs — drafted before you ask

-70%
Context Errors

Fewer cross-client mixups

Ready to try Practiq?

Early access includes your whole team and every client workspace. No commitment.

Frequently asked questions

What is Practiq?+
Practiq is an AI workspace designed for boutique professional services firms — accounting, law, HR, marketing, and consulting — that manage 50 to 200 client relationships. It provides shared team memory, instant context switching, and AI-generated deliverables so your firm can handle more clients without growing the team.
Who is Practiq built for?+
Small professional services firms with 2 to 20 team members. If your team juggles dozens of client relationships across tools like QuickBooks, Clio, HubSpot, or BambooHR, Practiq consolidates every client's history, financials, and preferences into one searchable workspace.
How does Practiq reduce context switching?+
Every client gets a dedicated workspace that stores their complete history — financial data, communication preferences, past deliverables, and team notes. When you switch between clients, the AI instantly loads the full context. What typically takes 15 minutes of file searching becomes a one-click, one-second switch.